Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,448 | $58,726-5.6% | $142,898-61.2% | $85,851-35.4% |
| Participation rate | 63.9% | 58.5%+5.4pp | 72.0%-8.1pp | 69.3%-5.4pp |
| Annual return | 10.72% | 27.73%-17.0pp | 5639.64%-5628.9pp | 318.63%-307.9pp |
| Employer contribution / active EE | $601 | $1,424-57.8% | $4,146-85.5% | $2,565-76.6% |
| Participant deferral / active EE | $2,127 | $2,609-18.5% | $3,838-44.6% | $3,952-46.2% |
| Admin fee / account holder | $1,227 | $4,234-71.0% | $6,560-81.3% | $6,261-80.4% |